Product Manager, Advisor Services
About The Position
We are building Advisor Services, a modern custody and technology platform for RIAs, independent advisors, wealth managers, and affiliated advisor businesses. The unified platform will support advisors and their clients through digital account opening, custody, trading, portfolio management, billing, reporting, operational workflows, integrations, and a client-facing portal. This is a foundational product leadership role for building an industry leading offering inside Webull’s institutional ecosystem. The role requires a strong understanding of advisor workflows, brokerage and custody infrastructure, clearing operations, regulatory obligations, and modern product architecture. You will partner closely with Engineering, Professional Services, Sales, Compliance, Operations, and Risk to define and deliver a scalable platform for advisors and their clients.
Requirements
- Bachelor’s degree preferred with 6 to 8+ years of relevant experience in financial services, fintech, technology, capital markets, wealth management, or a related field.
- Product management experience building or managing products or capabilities within brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services.
- Strong understanding of advisor and investment workflows, including client onboarding, account structures, trading, portfolio management, reporting, billing, operations, and service processes.
- Ability to translate complex business, operational, regulatory, and technical requirements into clear product requirements, priorities, and execution plans.
- Proven ability to lead cross functional initiatives with Engineering, Design, Operations, Compliance, Legal, Risk, Sales, and client facing teams, including collaboration across global teams.
- Strong analytical, communication, and stakeholder management skills, with the ability to influence decisions, drive alignment, and communicate effectively with both senior leaders and technical teams.
Nice To Haves
- You are passionate about technology and building solutions that address complex business needs, with a clear objective of meeting clients’ unmet needs.
- Ability to stay ahead of industry trends and incorporate new technologies into the API offering.
Responsibilities
- Own the product strategy and roadmap for Advisor Services, building the platform that enables independent financial advisors to onboard, manage client accounts, trade, manage portfolios, handle billing, and access reporting and service tools.
- Define a differentiated advisor and client experience across web and mobile, including advisor dashboards, client and household views, account workflows, document management, approvals, and operational tasks.
- Translate advisor and business needs into clear product requirements, user stories, process flows, and prioritized roadmaps, partnering closely with Engineering, Design, Operations, Compliance, Risk, and other global teams.
- Build scalable capabilities that improve advisor efficiency and growth across onboarding, transfers, portfolio management, billing, reporting, and third-party integrations.
- Partner with Operations, Compliance, Legal, and Risk to embed scalable controls and workflows across custody, books and records, settlement, reconciliation, supervision, disclosures, recordkeeping, and client communications.
- Drive competitive positioning and continuous product improvement, staying current on leading advisor platforms, custodians, and wealth technology providers to identify market opportunities, differentiate the platform, and inform roadmap priorities.
Benefits
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
